This session will take an in-depth look into the most relevant income and estate tax reduction strategies that our estate planning clients need to consider after H.R. 1, P.L. 119-21, commonly referred to as OBBBA. A discussion of recent regulatory and case law developments and how they impact planning options will be included.
Speakers:
- Beth Shapiro Kaufman, Partner; National Chair, Private Clients Services; Chair, Trusts & Estates, Lowenstein Sandler LLP
- Martin Finn, CPA, J.D., LL.M., Senior Counsel, RLGC Law Group
Time: 9:55-11:10 a.m. ET
Location: Grand Hyatt Washington, 1000 H St NW, Washington, D.C. 20001
